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UBS’s First Internet Bancorp INBK Stock Holding History

UBS’s Portfolio INBK Stock Details INBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-389
Closed -$9K – 10602
2014
Q1 		$9K Buy
+389
New +$8.75K ﹤0.01% 9008
2013
Q4 		– Sell
-1,254
Closed -$33K – 10551
2013
Q3 		$33K Buy
1,254
+915
+270% +$24.4K ﹤0.01% 7408
2013
Q2 		$7K Buy
+339
New +$5.91K ﹤0.01% 8982

Other funds holding INBK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS's INBK Position: Q2 2014 in Review

UBS sold out of First Internet Bancorp (INBK) in Q2 2014, closing a stake of 389 shares — an estimated $9K sold.

UBS first reported a position in INBK in Q2 2013 and held it in 3 quarters. The position peaked at $33K in Q3 2013. 29 funds tracked by Wall St. Rank hold INBK as of Q2 2014.

  • UBS reported no remaining First Internet Bancorp position as of Q2 2014 after selling out during the quarter.
  • UBS sold 389 First Internet Bancorp shares in Q2 2014, an estimated $9K.
  • UBS first reported a position in First Internet Bancorp in Q2 2013 and held it in 3 quarters.
  • UBS's First Internet Bancorp position peaked at $33K in Q3 2013.
  • 29 funds tracked by Wall St. Rank held First Internet Bancorp as of Q2 2014.

Based on UBS's 13F filing for Q2 2014, filed 14 Aug 2014.